Digital Services Requirements & Proposal

1

Contact & Business Details

Who are we working with and what is your business?

Full Name * Primary contact for this project.

Job Title / Role

Email Address *

Phone / WhatsApp

Company / Brand Name *

Website URL Leave blank if you don't have one yet.

Industry / Niche *

Business Model

2

Services Required *

Select everything you need — we'll tailor the proposal accordingly.

If "Other" — please describe

3

Business Goals & KPIs

What does winning look like for your business?

Primary Goal *

Target Location(s) *

Target Audience *

Estimated Value per Lead / Sale

How will you measure success? *

Top Competitors

SEO

SEO & AI Search Readiness

Current digital footprint & 2026 AI search status.

Website Age

CMS / Platform

Prior SEO work?

Recent traffic drop?

AI Search Readiness 2026

Structured Data Status

Target Keywords / Services + Locations

AI

AI Marketing & Automation 2026

The services reshaping digital marketing right now.

Why AI-first marketing matters: AI tools cut content production time by 70%, improve ad ROI by 30%+, and allow small teams to operate at enterprise scale. Tell us where you want to start.

AI Tools You Currently Use

CRM / Lead Management Tool

6

Social Media Marketing

Platform strategy, content, and community management.

Target Platforms Hold Ctrl / Cmd to select multiple.

Content Types Needed

Posting Frequency

Short Video / Reels Frequency

Current Social Following (Approx.)

Social Media Ad Budget (Monthly)

Social Notes & Reference Links

7

Website Design & Development

New build, redesign, or feature additions?

Website Type

Technology Preference

Approximate Pages

Design Assets Available?

Hosting / Infrastructure

Dev Timeline Required

Required Website Features

8

Mobile Application Development

Skip this section if you don't need a mobile app.

Do you need an app?

Platform

App Purpose

Target Users

Scope

AI Features in App?

Key App Features

9

Paid Media, CRO & Analytics

Current ad setup, tracking, and conversion optimization.

Ads Currently Running?

Monthly Ad Spend

Analytics / Tracking Status

CRO Focus Area

Search Console — invite email

Google Analytics — invite email

Google Business Profile URL

Data & Reporting Tools Used

10

Timeline, Budget & Final Details

Almost done! Help us size the engagement correctly.

Desired Start Date

Decision Timeline

Engagement Duration

Total Monthly Budget

Reporting Frequency

Preferred Contact Method

Additional Notes, Requirements & Constraints

Upload Supporting Files (Optional) Max 10 MB. Examples: brand guidelines, prior reports, analytics screenshots, keyword lists, sample creatives, app wireframes.